Vice President, Head of Investment Strategy
Jason Castelli has over 16 years of experience in the banking and retail brokerage businesses. Prior to joining Raymond James Ltd. in March 2015, Jason spent five years at CIBC Wood Gundy as Senior Manager, U.S. Equities and Canadian Preferred Share Specialist. Jason was a key member of CIBC Wood Gundy’s Investment Strategy Committee which oversaw assets of over $400 million across multiple fee-based platforms. In addition, Jason spent 10 years at HSBC Securities covering North American and international securities. Jason is responsible for providing market insights and investment recommendations. Jason holds the CFA designation and is a registered portfolio manager.
Vice President, Fixed Income & Currencies
Harvey Libby is Manager of the Fixed Income and the Foreign Exchange desks at Raymond James Ltd., with over 30 years of industry experience. He spent over 20 years on a Fixed Income desk trading Provincials, Crown, Corporates and Structured Products. In addition, he is currently the corporate bond trader. He joined Raymond James Ltd. in January 2010.
His previous work experience includes Merrill Lynch Canada, Midland Walwyn, Dean Witter Reynolds Canada, and as Executive Director and Manager (Retail Bonds) at CIBC Wood Gundy.
Vice President, Tax Consulting, Private Client Group, Raymond James Ltd.
Debbie joined the investment services business after deciding to focus her time on helping people with their tax concerns through value-added services rather than through a fee-for service model utilized in public practice.
As part of our team of private wealth professionals, Debbie works with our financial advisors to guide their high net worth clients towards practical solutions to their tax issues. She has expertise in Canadian and U.S. personal tax, specific issues affecting U.S. citizens or Green Card holders, and cross-border tax (immigration and emigration). Debbie joined Raymond James in 2004 as the Tax Manager in Operations and then transferred to Private Client Solutions in 2013.
Prior to joining Raymond James, Debbie gained ten years of experience working in public practice as an expatriate tax manager at a major international accounting firm and articled at an accounting firm handling financial reporting and tax compliance for small business families. Debbie obtained her chartered accountancy designation (CA, CPA) in 1998. She also earned the U.S. Chartered Retirement Planning Counselor designation (CRPC®) in 2018 to expand her perspective on the unique planning needs of our cross-border clients.
In her free time, she enjoys relaxing and travelling with her husband, and taking a particular interest in nutrition and fitness methods to age backwards.
Executive Director, Raymond James Canada Foundation
Janine Davies is Executive Director, Raymond James Canada Foundation, the national philanthropic arm of Raymond James Ltd. Janine works with Advisors to develop strategies for clients to incorporate charitable giving in to their overall financial and estate plans. She is currently a Board Member and Co-Chair of the YMCA Coquitlam Capital Campaign, Board of Governor of the Tri-Cities Chamber of Commerce, and an active member of the Canadian Association of Gift Planners (CAGP) and the Estate Planning Council Vancouver (EPCV). Janine employs a consultative approach to philanthropic advisory services. As a former financial advisor and Branch Manager in banking, Janine is in a unique position to advise. She is experienced in working with accountants, lawyers, and estate planning advisors to build charitable programs from start to finish.
See the Charitable Giving Program section for more information.
CFP, CIM, Financial Planner, Raymond James Ltd.
Margarita is a veteran financial planner specializing in customized planning for affluent individuals and their families. Margarita is a Certified Financial Planner (CFP) professional and holds a Chartered Investment Manager (CIM) designation. She brings more than 13 years of investment management and financial planning experience from a boutique wealth management firm in Vancouver. Margarita’s areas of expertise include: the ongoing management of discretionary accounts as well as complex financial, insurance and estate planning matters.
Margarita brings an unbiased, non-product driven focus to financial planning and wealth management
CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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